Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
34 hedge funds and large institutions have $161M invested in Invesco Russell 2000 Dynamic Multifactor ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
54% more capital invested
Capital invested by funds: $105M → $161M (+$56.3M)
48% more funds holding
Funds holding: 23 → 34 (+11)
8.24% more ownership
Funds ownership: 79.15% → 87.39% (+8.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$25.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.91M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.34M |
| 4 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$2.71M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$2.14M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$304K |
| 3 |
HA
Herold Advisors
New York
|
-$142K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$127K |
| 5 |
BlackRock
New York
|
-$336 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $179K | +$179K | +4,250 | New |
|
|
CA
27
CoreCap Advisors
Southfield,
Michigan
| $120K | +$120K | +2,851 | New |
|
|
S
28
SignatureFD
Atlanta,
Georgia
| $72K | +$72.1K | +1,715 | New |
|
|
APC
29
Aspire Private Capital
Cornelius,
North Carolina
| $57K | +$3.53K | +84 | +7% |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $53K | – | – | – |
|
|
HFS
31
Hantz Financial Services
Southfield,
Michigan
| $18K | +$18.1K | +431 | New |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| $6.31K | – | – | – |
|
|
SCA
33
Snowden Capital Advisors
New York
| $2K | +$2.27K | +54 | New |
|
|
34
BlackRock
New York
| $1K | -$336 | -8 | -24% |
|
|
HA
35
Herold Advisors
New York
| – | -$142K | -3,595 | Closed |
|
OMFS Hedge Fund Activity: Q4 2021 in Review
34 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) for Q4 2021, worth a combined $161M — up 54% from $105M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new OMFS positions and 2 closed out — a net gain of 11 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $25.7M. The largest seller was Apella Capital, cutting an estimated $2.14M.
- 34 institutional investors held Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) as of Q4 2021, up from 23 in Q3 2021.
- Funds reported $161M of Invesco Russell 2000 Dynamic Multifactor ETF stock for Q4 2021, up 54% quarter-over-quarter.
- 13 funds opened new Invesco Russell 2000 Dynamic Multifactor ETF positions in Q4 2021 and 2 closed out, a net change of +11 holders.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $25.7M added.
- The largest Invesco Russell 2000 Dynamic Multifactor ETF seller in Q4 2021 was Apella Capital, an estimated $2.14M sold.
Based on aggregated 13F filings for Q4 2021.